Fiduciary Trust Welcomes New Wealth Director to South Florida Office
June 11 2019 - 9:27AM
Fiduciary Trust Company International, a global wealth manager and
wholly-owned subsidiary of Franklin Templeton, announced today that
Yolanda Perez has joined the firm as a wealth director in its Coral
Gables office. Ms. Perez has over 14 years of experience working
with high-net-worth clients in various wealth management roles
throughout her extensive career in North America and Europe.
“We are excited to welcome Ms. Perez to our South Florida office
to help us continue to grow Fiduciary Trust’s presence in this
region,” said Michael Cabanas, regional managing director for
Fiduciary Trust Company International’s Coral Gables office. “We
are committed to reaching more individuals and families with
complex wealth management needs, including those with international
interests, and are confident that Ms. Perez can help support us in
achieving new levels of growth.”
Ms. Perez joins Fiduciary Trust from Scotia Wealth Management in
Miami, where she served as a senior manager and trust and estate
practitioner in the international wealth structuring unit for more
than four years. In this role, Ms. Perez developed and cultivated
wealth structuring solutions for offshore fiduciary structures for
clients, such as generational trusts, purpose trusts, and
foundations.
Earlier in her career, she held a senior role in the private
banking sector with Lombard Odier Transatlantic, LP in Montreal,
and she also held various senior roles at JPMorgan Chase Bank in
both New York and England (London and Bournemouth), for more than
five years, in its wealth asset management and investment banking
divisions.
“I look forward to working with some of the most respected
wealth management professionals in the industry in my new role,”
said Ms. Perez. “I am eager to reach new clients who can benefit
immensely from our firm’s services and core offerings, as well as
to maintain and strengthen the existing client relationships we
have formed in the South Florida region throughout our firm’s
history.”
Ms. Perez is fluent in Spanish and French and proficient in
Italian and Arabic. She earned her LLM (Master of Laws) in
international law, with a specialization in U.S. and transnational
laws, from the University of Miami School of Law. She also
graduated with a Bachelor of Laws from the University of London in
England and received a Bachelor of Arts from McGill University in
Montreal. Ms. Perez also earned a Society of Trust and Estate
Practitioners (STEP) trust diploma in international trust
management from the International Trust Companies Association and
CLT International.
Currently, Ms. Perez is also a member of the Miami branch of
STEP and the Florida International Bankers Association (FIBA).
About Fiduciary TrustFiduciary Trust Company
International, a global wealth management firm, has served
individuals, families, endowments and foundations since 1931. With
over $75 billion in assets under administration and management as
of March 31, 2019, the firm specializes in strategic wealth
planning, investment management and trust and estate services, as
well as tax and custody services. The firm and its subsidiaries
maintain offices in New York, NY, Coral Gables, FL, Boca Raton, FL,
St. Petersburg, FL, Los Angeles, CA, San Mateo, CA, San Francisco,
CA, Washington, DC, Wilmington, DE, and Arlington, VA. For more
information, please visit fiduciarytrust.com and follow us for
latest updates at
https://www.linkedin.com/company/fiduciary-trust-company/.
About Franklin TempletonFranklin Resources,
Inc. [NYSE:BEN] is a global investment management organization
operating as Franklin Templeton. Franklin Templeton’s goal is
to deliver better outcomes by providing global and domestic
investment management to retail, institutional and sovereign wealth
clients in over 170 countries. Through specialized teams, the
Company has expertise across all asset classes, including equity,
fixed income, alternatives and custom multi-asset solutions. The
Company’s more than 600 investment professionals are supported by
its integrated, worldwide team of risk management professionals and
global trading desk network. With employees in over 30
countries, the California-based company has more than 70 years of
investment experience and approximately US $695 billion in assets
under management as of May 31, 2019. For more information,
please visit franklintempleton.com.
Copyright © 2019. Fiduciary Trust Company International. All
rights reserved.
Contacts:
- Rebecca Radosevich:
212-632-3207rebecca.radosevich@franklintempleton.com
- Laura Simpson: 973-850-7319lsimpson@jconnelly.com
Franklin Resources (NYSE:BEN)
Historical Stock Chart
From Aug 2024 to Sep 2024
Franklin Resources (NYSE:BEN)
Historical Stock Chart
From Sep 2023 to Sep 2024